As High Bandwidth Memory (HBM), essential for powering generative AI, emerges as the main battleground in the next generation of memory semiconductors, fierce competition is brewing between Samsung Electronics and Micron to snatch the Nvidia orders currently monopolized by SK hynix.On Nov. 28, the T
Jusung Engineering, a semiconductor, display, and solar equipment company, has carved a mythical path in the barren land of domestic ventures. This year marks its 30th anniversary. Established in 1993, the company has experienced various challenges but has achieved remarkable growth through continuo
SK hynix is getting ready to debut “2.5D Fan-out” packaging as its next-generation memory semiconductor technology. Gaining confidence in the field of next-generation chip technology due to its successful performance in High Bandwidth Memory (HBM) this year, SK hynix seems to be accelerating its eff
SK hynix has narrowed its gap to within 5 percentage points of global number one in the DRAM market Samsung Electronics, buoyed by the surge in demand for artificial intelligence (AI) and its strong performance in high bandwidth memory (HBM) and other premium memory semiconductor products. The indus
Market research firm Omdia’s latest analysis revealed that SK hynix has reached a market share of 35% in the DRAM sector for the third quarter. With the increasing importance of High Bandwidth Memory (HBM) in the AI era, a shift towards a quality-centric winner-takes-all structure in the DRAM indust
Samsung Electronics recently presented a number of memory strategies to prepare for the “AI Big Bang” era at the Investors Forum 2023 in Hong Kong.The company aims to dominate the automotive memory market by 2025, with plans to roll out AI-related products starting next year. The AI market is expand
Amid a two-quarter consecutive increase in global semiconductor company revenues, Nvidia and SK hynix have distinguished themselves, benefiting from the AI semiconductor windfall.According to market research firm Omdia on Nov. 22, the global semiconductor market size in the third quarter (July-Septe
Samsung Electronics and SK hynix, leaders in the memory semiconductor market, are facing intense competition from China. The Chinese government is pouring substantial funds into developing a self-sufficient memory semiconductor industry to reduce its dependency on foreign technology.According to ind
The author is an analyst for NH Investment & Securities. He can be reached at bk@nhqv.com -- Ed.Although the Covid-19 pandemic has ended, it has impacted global policies and life patterns. Anti-globalization has accelerated, and the new Cold War has deepened, with regional wars erupting. While drama
The author is an analyst for NH Investment & Securities. He can be reached at youngryu@nhqv.com -- Ed.Memory companies entered 2023 with lowered expectations for the industry. However, the weakness in memory demand was more severe than expected, and the rate of memory inventory decline was also slow
The author is an analyst for Shinhan Securities. He can be reached at hyon@shinhan.com -- Ed.3Q23 operating profit of KRW15.8bn misses consensusHana Micron reported operating profit of KRW15.8bn (-14% QoQ) on sales of KRW239.4bn (-4% QoQ) in 3Q23, missing the consensus estimate (KRW22bn). Amid the s
American fabless semiconductor company NVIDIA has unveiled its latest Artificial Intelligence (AI) accelerator, the “H200.” The H200 is distinguished by its performance, offering approximately double the data processing speed and capacity compared to its predecessor. The extensive application of the
The Ministry of Trade, Industry and Energy announced on Nov. 14 that last month’s exports in the Information and Communication Technology (ICT) sector amounted to US$17.06 billion, while imports recorded US$12.61 billion, resulting in a provisional trade surplus of US$4.44 billion.Notably, the incre
Cutbacks in memory production caused by the global semiconductor downturn are having an impact. Samsung Electronics, which officially implemented cutbacks from April this year, has seen a continuous increase in semiconductor inventory assets from the end of last year to the third quarter of this yea
Following the rise of generative AI led by ChatGPT, the On-Device AI market is now opening up, drawing attention to a new type of memory semiconductor. On-Device AI refers to technology that implements AI functions within information technology (IT) devices like smartphones without relying on server
According to industry sources on Nov. 13, South Korean memory semiconductor manufacturers are focusing on the preemptive development of memory to support the advancement of Artificial Intelligence (AI). This is expected to lead to the creation of AI semiconductors that are not only capable of data s
SK hynix announced today that it has started supplying its customers with 16 gigabyte (GB) packages of Low Power Double Data Rate 5 Turbo (LPDDR5T), the fastest mobile DRAM available today that can transfer 9.6 gigabits per second (Gbps).Since the successful development of its LPDDR5T in January, SK
The upward trend in memory prices, starting with DRAM, is now extending to NAND Flash. The combination of production cuts and recovering demand has led to a successful turnaround. There are expectations that the pace of improvement in the performance of Samsung Electronics and SK hynix will accelera
SK hynix is set to allocate approximately 10 trillion won for facility investments next year, marking growth of around 50 percent compared to this year. The move is a proactive response to the “semiconductor winter” and aims to maintain a leadership position in the advanced semiconductor market, inc
China is accelerating its stride toward semiconductor self-sufficiency as a countermeasure to U.S. semiconductor export controls. Despite the challenges posed by U.S. restrictions, China’s push for semiconductor autonomy seems to be increasingly fruitful.According to industry sources on Nov. 9, the